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In Episode 12 of The Signal Oskari and I dive into the recent political chaos in the U.S., the “Trump Trade,” and its potential impact on financial markets.
The discussion also covers an update on the Bitcoin ETF, including onchain data insights into long-term holder activity, selling from miners, and more.
Finally, we share our forecast for the ETH ETFs and explore Ethereum's Q2 financials, the competitive landscape of L2s, and our forecasts for stablecoins and real-world assets.
Time Stamps:
00:00 Political Chaos in the U.S.
03:42 Bitcoin ETFs and Market Dynamics
11:34 The "Trump Trade"
18:56 Ethereum ETFs Launch and Market Reactions
28:26 Ethereum Q2 Earnings and L2 Developments
39:54 Future of L2s and Token Economics
46:52 Concluding Thoughts and Future Content
We hope you enjoy the episode and have a great weekend!
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